See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,634 | $105,181+6.1% | $159,436-30.0% | $85,850+30.0% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.8%-18.8pp | 69.3%-5.3pp |
| Annual return | 13.75% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,175 | $5,945-46.6% | $7,352-56.8% | $3,952-19.6% |
| Admin fee / account holder | $1,666 | $6,933-76.0% | $10,799-84.6% | $6,260-73.4% |